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Equibles

Bragg Financial Advisors, Inc

Position in WFC — Wells Fargo & Company/Mn

CIK 1327055 CHARLOTTE, NC
Back to WFC Full portfolio

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$966,474
+$16,807 QoQ
Shares Held
11,695
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,369
of 2,873 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $84,085,158 across 6 Banks - Diversified names. WFC ranks #6 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 JPM
Jpmorgan Chase & Co
 101,376 $33,183,406
2 NTB
Bank of N.T. Butterfield & Son Ltd
 370,899 $22,068,490
3 RY
Royal Bank Of Canada
 97,623 $20,205,032
4 BNY
Bank of New York Mellon Corp
 28,687 $4,148,427
5 BAC
Bank Of America Corp /De/
 61,659 $3,513,329
6 WFC
Wells Fargo & Company/Mn
This page 		11,695 $966,474

All Filings in WFC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $966,474 11,695
2026-03-31 $949,667 11,929
2025-12-31 $1,145,428 12,290
2025-09-30 $1,050,935 12,538
2025-06-30 $1,099,647 13,725
2025-03-31 $980,436 13,657
2024-12-31 $983,921 14,008
2024-09-30 $736,573 13,039
2024-06-30 $791,906 13,334
2024-03-31 $747,741 12,901
2023-12-31 $665,749 13,526
2023-09-30 $592,470 14,500
2023-06-30 $642,675 15,058
2023-03-31 $547,355 14,643
2022-12-31 $602,544 14,593
2022-09-30 $588,780 14,639
2022-06-30 $400,474 10,224
2022-03-31 $506,310 10,448
2021-12-31 $536,560 11,183
2021-09-30 $519,003 11,183
2021-06-30 $485,418 10,718
2021-03-31 $382,495 9,790
2020-12-31 $298,087 9,877
2020-09-30 $282,143 12,001
2020-06-30 $395,673 15,456
2020-03-31 $521,823 18,182